+40,316.3%
AMZN vs VTI
+953.2%
+39,363.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.1% |
| 7D | -1.0% | -0.4% | -0.7% | -0.6% |
| 30D | -9.2% | -1.6% | -7.6% | -7.5% |
| 3M | +3.4% | +3.6% | -0.2% | -0.7% |
| 6M | +18.2% | +13.0% | +5.2% | +2.7% |
| YTD | +9.3% | +12.7% | -3.3% | -4.7% |
| 1Y | +5.9% | +18.4% | -12.4% | -12.6% |
| 3Y | +82.6% | +76.4% | +6.2% | -3.5% |
| 5Y | +44.9% | +73.7% | -28.8% | -18.9% |
| 10Y | +564.1% | +302.5% | +261.6% | +38.6% |
| All | +40,316.3% | +953.2% | +39,363.1% | +3,732.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling